Canada markets open in 8 hours 58 minutes

Virtus SGA Global Growth C (SGACX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
23.84-0.14 (-0.58%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.46%
5-Year Average Return6.99%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Apr 23, 2024)31.68%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return31.68%
Worst 3-Yr Total Return-0.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSGACXCategory
YTD4.78%9.95%
1-Month-0.32%2.98%
3-Month4.78%8.22%
1-Year21.17%40.81%
3-Year0.56%19.17%
5-Year8.46%18.49%
10-Year9.66%11.83%
Last Bull Market28.17%21.12%
Last Bear Market-19.53%-20.34%

Annual Total Return (%) History

Year
SGACXCategory
2024
N/AN/A
2023
25.70%N/A
2022
-26.65%N/A
2021
6.92%N/A
2020
29.68%32.67%
2019
31.15%30.40%
2018
-3.75%-7.79%
2017
31.68%30.22%
2016
3.30%2.42%
2015
6.91%1.26%
2014
0.21%2.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.78%N/AN/AN/A
20238.69%6.88%-2.36%10.82%
2022-9.84%-19.53%-6.78%8.45%
20211.56%6.57%-1.17%-0.04%
2020-14.47%25.10%9.29%10.90%
201917.01%5.81%-1.29%7.31%
20182.47%2.74%3.36%-11.56%
20179.21%8.14%2.78%8.48%
2016-0.38%4.77%6.85%-7.37%
20153.82%0.82%-5.93%8.58%
2014-2.01%1.71%-1.43%2.01%

Rank In Category (By Total Return)

YTD86
1-Month98
3-Month86
1-Year57
3-Year79
5-Year92

Load Adjusted Returns

1-Year20.17%
3-Year0.56%
5-Year8.46%
10-Year9.66%